Annie Lin Ramirez

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States

Sugar Land, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Sugarland	TX	09/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2011 → Present

Fidelity Investments

Sugarland, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Sugar Land, TX

Sugar Land, TX
2014-08-18 → 2018-07-13

Strategic Advisers Llc

Sugar Land, TX

Other Businesses

OBA-12204|OrgNmn:GNJ LLC|Org Addr:Houston,Texas,US|OBA Nature:Real Estate Rental|Invst Rel:Y|Title:Member of LLC|Duties:Collect rent|StrtDt:04-04-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-18
S63	Uniform Securities Agent State Law Examination	2010-04-08

S66 Uniform Combined State Law Examination

2014-08-18
S63 Uniform Securities Agent State Law Examination

2010-04-08

Other Names

Annie Lin
Jiaojun Lin
Jiaojun A Lin
Annie Ramirez

View on SEC IAPD

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